Steps to Set Up Appointments

For students to use the appointment mode in Penji, you must set up the following items: 

• Step 1: Set up appointment types 
• Step 2: Upload the courses CSV
• Step 3: Certify Providers and upload a Provider CSV
• Step 4: Upload a location CSV 
• Step 5: Set up provider hours

Step 1: Appointment types

To enable the appointment mode in Penji, you will set up an appointment type. You will know if the appointment mode is enabled if you see the "Session" heading on the admin panel. See the below screenshots. The appointment mode is disabled in the left image and enabled in the right.

           

To add an appointment type, navigate to settings > sessions > Appointment Types > add a new type. This is further described in the help center article, Admins: Appointments Settings, under the heading, "Appointment Formats (Admin Panel)". 

Step 2: Courses

How to set up your course list can be found in the article, Admins: Courses (or Topics) Setup. These courses will be used across all modes of Penji (appointments, events, sections, and Drop-In).

Step 3: Providers

How to set up your Providers can be found in the article, Admins: Providers Setup (Tutors, Advisors, Coaches, etc.). These will be the eligible Providers across all modes of Penji (appointments, events, sections, and Drop-In).

Step 4: Locations

How to set up your locations can be found in the article, Adjusting Appointment Locations.

Step 5: Adding Provider Hours

Either your providers can add their own hours, described in the article, Providers: Setting Up & Editing Hours, or you can add hours from the admin website, described in the article, Adding Appointment Hours.